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Microsoft Dynamics 365 v9.0 brings some of the most awaited UX enhancements, extensibility, and app platform enhancements and the new Unified Interface framework that not only makes the application faster but also improves the user experience across devices.

We have been working on a comprehensive Maplytics solution for Dynamics 365 v9.0, and we are excited to announce the Maplytics release for v9.0.

With this release, our core focus was to utilize the Unified Interface framework and the capabilities it opened up for mobile and tablet client. Yes, Maplytics, your favorite Maps Integration with Dynamics CRM now supports the cool new Dynamics 365 v9 and also works within its new mobile and tablet app.

The v9.0 release brought some much needed unified interface refresh for the Dynamics 365 App for Phones and Tablets, and we are pleased to inform users that Maplytics is now available on Mobile/Tablet devices as well. Organizations can now utilize the location-based business insights from their Dynamics CRM data anywhere & anytime across multiple devices!

We have received a lot of inquiries about the mobile capabilities, and one of the most asked questions was to find nearby customers around the current GPS location of the mobile device. Manually entering the current location on the small screens of mobile devices when they were on the field was cumbersome for users and most of the time users didn’t even know the exact address!

With this new release, Maplytics simplifies the process of finding the user’s current location (GPS location). Now users just need to click on the current location button, and Maplytics will locate the current GPS location of the user and allow them to perform Radius Search right on their mobile devices!

You don’t need another app, Maplytics work within the new Dynamics 365 App for Phones and Tablets. The user just needs to add Maplytics Dashboards to their existing App on the Dynamics 365 UCI framework.

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Introduction:

Recently while working on Dynamics 365 v9.0 Mobile & Tablet App we found new action buttons on dashboard records which can be a benefit for Dynamics 365 user. So in this blog we will discuss about new action buttons in Dynamics 365 v9.0 Mobile & Table Client, which allows user to Qualify Lead and Close the Opportunity as Won or Lost on dashboard itself.

Qualify lead on Dashboard:

As you can see in the below screenshot, Earlier in v8.0 there was no provision in Dynamics 365 Mobile & Tablet App to qualify the lead on dashboard.

This is possible in v9.0. To achieve this, login to Dynamics 365 App on mobile or tablet. After logging into the App you will see the home page with dashboard (by default) as seen in the screenshot below:

Navigate to Open Leads grid on dashboard and select the record by clicking on “…” icon i.e. the more options. The following options are displayed:

We will see the new option is added with name “Qualify” as shown in above screenshot.

Here, we will qualify the Lead “Alex Wu” by clicking on Qualify option.

In the background, Lead gets qualified and converted to Opportunity and is no more available in the Open Lead grid as seen in the below screenshot:

Close Opportunity as Won or Lost through Dashboard:

Similarly, User can Close opportunity as Won or Lost on dashboard itself.

Earlier in v8.0 there was no option available in Dynamics 365 Mobile/Tablet App to Close the Opportunity as Won or Lost on dashboard as seen in below screenshot:

This is now possible in Dynamics 365 v9.0 mobile & Tablet Client, for this Navigate to the Open Opportunity grid on Dashboard as below:

Now here, we will select the Opportunity that is created when we qualified the Lead “Alex Wu”. To Close the opportunity click on “…” icon i.e. the more options. The two new options i.e. Close as Lost and Close as Won options are displayed along with the existing options as shown in below screenshot:

On Click of “Close as Won” option the Close opportunity window will appear as below:

Verify the auto populated details and click on “OK”.

The opportunity will get closed as won and will no longer be available in the open opportunity grid on dashboard as seen below:

Similarly, the opportunity can be Closed as Lost by selecting the Close as Lost Option.

Here, I will select another open opportunity “Audio Equipment” and select “Close as Lost” option by clicking on “…” icon i.e. More options.

On Click of “Close as Lost” option, Close Opportunity window will appear as below:

Select the appropriate Status reason and verify the auto populated details and Click on “OK”.

The opportunity will get closed as Lost and will no longer be available in the open opportunity grid on dashboard as seen below:

Similarly, for Case entity the new actions available in Dynamics 365 Mobile & Tablet App are as follows:

1. Do not decrement entitlement terms

2. Apply routing rule

3. Cancel Case

4. Resolve Case

Conclusion:

The new action buttons in Dynamics 365 v9.0 Mobile & Tablet App allows user to Qualify Lead and Close the Opportunity as Won or Lost and also Cancel and Resolve case on dashboard and made it possible to store the new records in Dynamics 365 with the appropriate status of the leads, Opportunities and Case.

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Yes. Innovation starts with you at Inogic. It’s our Partners, Customers, and Community which keeps us motivated in our vision to bring new innovative solutions and innovation in our solutions as per your business needs, your own future vision. “You just read my mind” these are some of the golden words which drives this innovation. Our Dynamics CRM/365 solutions list may still be the same but we have been continuously evolving them with new features, new user interface yes we all love the new Dynamics 365 v9.0. It’s also about quality, our flagship solution Maplytics becomes one of the first geo-analytical mapping solution to be certified for Microsoft Dynamics (CfMD) by meeting Microsoft Corp.’s highest standard for partner-developed software and all these solutions are now on Microsoft AppSource which in itself is a revolution to get the best of quality Dynamics 365 Apps for your business. We have been working on this and newer technologies so whenever you need us for anything in Dynamics CRM be it integration, migration, developing we are there for you.

Let’s walk through on some benefits how these Dynamics 365 Apps help your business transform:

Maplytics for your Dynamics CRM is not just about geolocation data which gives you a Location Map of your customers. It’s a mini-crm in itself, which helps you find customers depending on your exact business requirement. Generate more leads by adding businesses from the map itself. Plan Marketing campaigns, Setup appointments, reach them in the most optimized way and see your business grow. It also has a unique territory management approach, dashboards and heat maps to give you a stronger control of your business.

There’s much more…download your free trial from our Website or AppSource to see how Maps in Dynamics CRM using Maplytics is adding value to your CRM Data and help you manage the complete process of converting your existing customers into new opportunities.

Click2Export is a productivity add-on for Dynamics 365 that helps you to export Dynamics CRM reports to widely used file formats like PDF, Excel or Word in a single click and further attach to an email or note.

Here is why you Dynamics CRM users prefer to use Click2Export to Export reports in Dynamics CRM:

1. Export any Dynamics 365 reports in PDF, MS Word or MS Excel in a single click

2. Exported reports can be attached to an email or note or simply downloaded for offline use

3. Support for bulk exporting of Dynamics CRM reports

4. User can decide whether to export combined report for all records or one report per record

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Introduction:

Recently, we had a business requirement where we need to show the Field Label in List view in the mobile app.

Generally, when we create the List view in the Resco Woodford mobile project, Only the values of the fields added in that View are displayed on the mobile app whereas the label of the fields are not display in the view.

For example, we have created the following view in the Resco Woodford mobile project.

And when we see this view in the mobile app then it looks as seen in the below screenshot.

So from the above screen, we can’t easily identify the Field Labels from its value, or in other words, we didn’t know which fields are displaying what in the above view.

So if we display the Field Label in the view it is easy to understand fields and their values.

However, we wanted to do this in Resco.

After some research and playing around in Resco, we found an effortless way to achieve the requirement.

Steps to show the Field Label in the List view in Resco:

Step 1: Open the view in the Resco Woodford and click on the “Edit Style” button as shown in below screenshot.

After clicking on “Edit Style” button the “Global Style Manager” window gets open as seen below.

Select the “primary” tab and then click on the “+ Add” button as shown in the above screenshot.

By Clicking on the “+ Add” button you can add a new style and the following window will open. Configure the style as shown in the below screenshot.

In Order to configure the newly created style, we would need to provide the value for two highlighted fields in the above image.

Regarding FormatString: Format string provide a way, how we would display the field label in the view.

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Introduction:

The latest update of Dynamics 365 has brought many new exciting features, many of them are related to UI section. While exploring some of the new features in Dynamics 365 V9.0, we found one interesting addition which is a Reference Panel.

In this blog, we will see Use of Reference Panel Section in Dynamics 365 V9.0

Reference Panel Section in CRM in Dynamics 365 V9.0:

Usually when we place quick view on the form, an extra space gets added above it, because of which form may look cultured. Many of you might have experienced the same issue as it becomes the difficult job to align the quick view along with other controls on the form.

Also, even if we consider a simple task of placing the sub grids along with the quick view, it becomes hectic.

Now let’s see how we can make the form design better using reference panel and overcome these issues in Dynamics 365 V9.0.

Once we open the form editor in Dynamics 365 V9.0, you will see the option “Reference Panel” under INSERT tab as shown below:

We cannot add the fields to Reference panel section. It only allows us to add Sub-grids and Quick View forms.

We can only add one Reference Panel section per entity form.

Once Reference Panel section is added, we can add multiple sub grids or quick view forms to it, which gives a presentable look on web as well as on Unified Interface.

Web:

On web, after adding reference panel form will look as shown in below screenshot.

Unified Interface:

On Unified Interface, after adding reference panel form will look as shown in below screenshot.

Now let’s see how to get controls programmatically and show/hide reference panel section.

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Introduction:

Is Form Scripting a dreadful task, given the uncertainty that no one knows when the necessary attribute(s) for our script will be taken down from the form or it’ll be deleted completely?

Well! With Dynamics 365 9.0, we can avoid these situations in a finesse way.

Apart from the ability to handle the dependent JavaScript as described here, there is another feature which enables us to define the dependent attributes.

Define Dependent Attributes in JavaScript:

By tagging a dependent attribute(s) to the JavaScript, we don’t have to worry about the attribute being or not being on the form.

Also, by tagging a dependent attribute(s) to the JavaScript, Dynamics 365 V9.0 internal mechanism makes sure that the attribute(s) cannot be deleted. It shows the below error while attempting a delete.

How to add dependent attribute(s)?

1. Open the JavaScript that needs to be tagged with Dependent Attribute(s).

2. Select Dependencies tab.

3. Go to the below table and add the Dependent Attribute(s).

Lo! We can develop scripts without the dread of attribute(s) getting removed from the form and, hence, our logic going south.

Conclusion:

After tagging the attribute to a JavaScript, it is not required to have the attribute on the form and still, we can use the value of the attribute.